Harbor Target Retirement 2040 Fund

Scorecard
3 / 5 Stars
Lipper
3 3 1 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D- (Sell)

#15 in Target Date 2036-2040

U.S. News evaluated 52 Target Date 2036-2040 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.43 percent over the past year, 9.47 percent over the past three years, and 19.17 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year 18.4%
3 Years (Annualized) 9.5%
5 Years (Annualized) 19.2%
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation and current income. The fund invests in other Harbor mutual funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2040 (the target year) and assumes a retirement age of 65. The fund's assets are currently allocated among the following asset classes: 43% Domestic Equity & Commodity, 33% International and Global Equity, 24% Fixed Income, and 0% Short Term.